April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Create a Personal View
Creation of personal views is easy and provides a high level of usability to Microsoft Dynamics CRM 2013.
To create a personal view, follow these steps:
1. Select Create Personal View from the drop-down shown in Figure 13.1. Alternatively, you can simply open the Advanced Find and select Accounts as the base entity, as shown in Figure 13.2.
FIGURE 13.2 Advanced Find for Accounts.
2. The Advanced Find opens, and the base entity is Accounts, as shown in Figure 13.2.
Note
Advanced Find opens by default to the base entity from which it was launched. So, if you open the Advanced Find from Contacts, Contacts would be the Look ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.